WAG
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Wiser Advisor Group’s Salesforce CRM Stock Holding History

Wiser Advisor Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Hold
78
– – 0.01% 162
2026
Q1 		$14.5K Hold
78
– – 0.02% 146
2025
Q4 		$20.6K Hold
78
– – 0.02% 134
2025
Q3 		$18.4K Buy
+78
New +$19.7K 0.02% 146
2025
Q2 		– Sell
-77
Closed -$20.8K – 87
2025
Q1 		$20.8K Hold
77
– – 0.03% 144
2024
Q4 		$25.9K Hold
77
– – 0.04% 135
2024
Q3 		$21.1K Sell
77
-1
-1% -$256 0.03% 150
2024
Q2 		$19.8K Buy
78
+1
+1% +$268 0.03% 149
2024
Q1 		$23.2K Hold
77
– – 0.04% 139
2023
Q4 		$20.3K Buy
+77
New +$17.4K 0.03% 148

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wiser Advisor Group's CRM Position: Q2 2026 in Review

Wiser Advisor Group held its Salesforce (CRM) position steady in Q2 2026 at 78 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #162.

Wiser Advisor Group first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.9K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wiser Advisor Group held 78 shares of Salesforce worth $12.2K as of Q2 2026.
  • Wiser Advisor Group left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #162 holding.
  • Wiser Advisor Group first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Salesforce position peaked at $25.9K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.